How big is Summit Financial Advisors LLC's plan?

Summit Financial Advisors LLC's plan reported $647K in assets and 9 participants for 2025.

Original filing (PDF)20260413214759NAL0017737089001

Summit Financial Advisors LLC

Name: Summit Financial Advisors LLC — Summit Financial, Form 5500 (2025)
Creator: Summit Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Financial Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Summit Financial Advisors LLC's Summit Financial Advisors LLC 401(k) Profit Sharing Plan & Trust held $647K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$647K

Net assets (EOY)

$647K

People on this filing

Michael J Glasser signed Summit Financial Advisors LLC's 2025 Form 5500 as plan administrator.

Michael J Glasser — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summit Financial Advisors LLC's EIN is 94-3301536.

EIN 94-3301536

Plan number 001

Plan year 2025

ACK ID 20260413214759NAL0017737089001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Summit Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Summit Financial Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT FINANCIAL ADVISORS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score